Empowering RIAs to grow and Promoting the fiduciary standard

We believe financial services should be transparent, service orientated (fee only or primarily fee based), and held to a fiduciary standard. cloudRIA is a platform designed to empower RIAs and other fiduciary advisors to grow and run their firm, each in a way as unique as they are.

The Story

(it's about you)

We were modeled after how you run your own firm, because thats where we came from. We understand that technology is there to supplement not replace you. Ideally its invisible and adapts to how you serve your clients.

We take into account what you and your staff deal with on a holistic level across all of your systems and provide intuitive experiences, not products to learn.

Whats your firm's unique mix?

We believe there are 3 core assets within the portfolio of all successful firms: knowledge, collaboration, and technology. We empower you to build a portfolio as unique as your firm.

The wisdom and creativity of you, your staff and your professional network is the engine that drives all value delivered to your clients